Schedule A 15 Min Call
Want to chat about retirement? Not sure where to start? Schedule a 15 min call to determine your next steps.
Review Your Retirement
Want to review your retirement plan? Schedule a 60 min Q&A with one of our Retirement Pros.
Have A Quick Question?
Want to chat for a few minutes? Drop us a line right now and ask one of our Retirement Pros a quick question.
If you’d rather send us an email, fill out the form and we will get back to you within one business day. Please do not send any sensitive information with this form.
Frequently Asked Questions
How Do You Start Planning?
The first step is to start your trial and see what your retirement could look like in 5 minutes or less. The trial includes tutorials to help you along the way.
After you see your analysis, you’ll be offered a complimentary, 60 min Q&A call with one of our salaried retirement pros. In that call, you can decide if you want to work with us or not. If you want to work with us, you will decide what level of planning you want.
What Do You Get From On-Going Retirement Management?
On-going retirement management is intended to handle most all financial aspects of retirement for you. We will file your taxes each year. We will review your estate documents and beneficiaries each year. We will conduct tax planning and implement tax minimization strategies for you each year. We monitor the retirement regulations, like Required Minimum Distributions, so you don’t get penalized.
As the financial environment shifts, we will be there to handle it for you. We like to think of it as treating you kind of like how the ultra-wealthy are treated by wall-street.
How Much Is On-Going Retirement Management?
$1,500 annually with a one-year commitment.
Do I Get Any On-Going Help With The Basic Or Essential Planning Package?
Absolutely! If you have questions about The Retirement Builder or any investment that you got through us, we will always be readily available to provide guidance.
However, unless you are paying for on-going retirement management, the advice and support will be limited to the investments you received through us and the plan itself.
Why Are You Named After A Jellyfish?
A jellyfish (the immortal jellyfish) is the only biological animal that can live forever. When you consider your goals, the jellyfish may be one of the best representations of your retirement.
Also, jellyfish don’t have a heart or brain. They operate based on principle. We believe your retirement should be based on principle as well. Don’t let emotions cloud your judgment and decisions.
Lastly, jellyfish’s tentacles never get tangled. Too often, retirees get tangled up with their investments and retirement plan. From liquidity problems to having too much risk when the markets go down, there are countless ways you can get stuck. Your retirement should flow like a jellyfish, free from a tangled mess.
What Do You Discuss In The 60 Min Q&A?
The purpose of the 60 min Q&A is to review the principles of retirement, discuss what you have built in The Retirement Builder, answer any questions you may have about retirement, and determine if you want to plan with us or not. At the end of the call, we will briefly review the different planning levels. It’s OK if you decide you don’t want to plan with us.
Can I Cancel On-Going Retirement Management?
Yes. On-going retirement management is an annual agreement that may be canceled at any point. We bill for the year on January 1 of each year, and that takes care of all services for that year.
We do require that all retirees on the on-going retirement management program have a credit card on file.